We try to make investing as simple as possible and will assist you in considering your investment options in line with your Risk Profile and objectives.
When we first meet we will run through the approach we take towards preparing an investment recommendation.
- Allocate a dedicated Financial Planning Manager who would assist you with your investment needs and will be available throughout your relationship with us
- Introduce you to the full range of services and investments we can offer you
- Refer you to our Literature Section once we recommend an investment to you
- Enable you to follow the markets through our Market News
We seek to address your needs based on our understanding of your requirements and your financial situation. In doing so we will ensure that our recommendations fit into your personal circumstances and objectives.